Capital Investment Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $225K | Buy |
|
|||||
|
2024
Q3 | $321K | Sell |
|
|||||
|
2024
Q2 | $309K | Buy |
|
|||||
|
2024
Q1 | $328K | Buy |
|
|||||
|
2023
Q4 | $299K | Buy |
|
|||||
|
2023
Q3 | $325K | Sell |
|
|||||
|
2023
Q2 | $380K | Sell |
|
|||||
|
2023
Q1 | $352K | Sell |
|
|||||
|
2022
Q4 | $369K | Sell |
|
|||||
|
2022
Q3 | $407K | Sell |
|
|||||
|
2022
Q2 | $424K | Buy |
|
|||||
|
2022
Q1 | $448K | Sell |
|
|||||
|
2021
Q4 | $471K | Sell |
|
|||||
|
2021
Q3 | $626K | Buy |
|
|||||
|
2021
Q2 | $714K | Buy |
|
|||||
|
2021
Q1 | $663K | Buy |
|
|||||
|
2020
Q4 | $473K | Sell |
|
|||||
|
2020
Q3 | $469K | Sell |
|
|||||
|
2020
Q2 | $467K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $314K | Sell |
|
|||||
|
2019
Q3 | $280K | Sell |
|
|||||
|
2019
Q2 | $298K | Buy |
|
|||||
|
2019
Q1 | $267K | Sell |
|
|||||
|
2018
Q4 | $329K | Buy |
|
|||||
|
2018
Q3 | $415K | Buy |
|
|||||
|
2018
Q2 | $485K | Sell |
|
|||||
|
2018
Q1 | $462K | Sell |
|
|||||
|
2017
Q4 | $520K | Sell |
|
|||||
|
2017
Q3 | $442K | Buy |
|
|||||
|
2017
Q2 | $359K | Buy |
|
|||||
|
2017
Q1 | $326K | Sell |
|
|||||
|
2016
Q4 | $333K | Buy |
|